Movement Alert｜Kingboard Laminates Rises 3.49% in Regular Trading, MLCC Price Hike Signals Land as AI Server Demand Drives Sector Recovery

Market Focus06-03

On June 3, Kingboard Laminates rose 3.49% in regular trading, trading at HK$51.55/share with trading volume of HK$545 million, extending the prior session's late rebound momentum.

On the news front, MLCC (multilayer ceramic capacitor) price hike signals have successively landed. Goldman Sachs noted that in the current AI server bill-of-materials cost structure, MLCC has risen to the third-largest cost item, trailing only GPUs and memory chips. As the most widely used passive component on PCBs, MLCC's pricing logic resonates with the tight supply-demand dynamics in the copper-clad laminate market, bolstering market expectations for Kingboard Laminates' business cycle outlook.

Additionally, the stock had previously plunged over 12% in a single session followed by consecutive adjustments, creating technical rebound demand after entering oversold territory. Huatai Securities highlighted that Nvidia's Rubin architecture is driving per-cabinet MLCC value from $3,000 in the H100 era to $22,000, with clear volume-and-price uplift logic supporting the broader PCB supply chain.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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